Auto Enrolment (AE) Reporting, which is also called Payroll and Pension Data Interface Standard (PAPDIS), is a free and open data standard. Data integration experts of Pensions-BIB, a special committee for Payroll and Pension created PAPDIS. PAPDIS is a single-export file, designed to carry Worker Assessment and Contributions from QuickBooks Payroll to the Pension Providers at the end of every employer payroll period.
QuickBooks creates PAPDIS export file in CSV format and employer can upload or email this information to the Pension Providers’ portal. You must check if your Pension Provider is equipped to accept PAPDIS files. If they do not accept, you can populate their files online with the PAPDIS information.
Advantages of PAPDIS
The following are the advantages of using PAPDIS:
PAPDIS version 1.0 includes the fields required by majority of Pension Providers. Except for the Event Code field, all the mandatory fields for PAPDIS standard are automatically populated by QuickBooks. QuickBooks currently does not support the Event Code field, which is also a mandatory field and therefore you must enter the information for the Event Code field manually.
This table provides a quick reference to the field information that QuickBooks provides to Pension Providers.
Why PAPDIS Review and Edit Tool
When you create a PAPDIS file (.csv) and open it using Microsoft Excel, there is a possibility of Microsoft Excel reformatting the data in the .csv file that you save. Such file is not acceptable to the recipient of the file. To address this, Intuit has developed a tool, PAPDIS Review and Edit Tool (also called as PAPDIS Editor), which retains the formatting of the PAPDIS Export .csv data. The tool can also be used for reviewing, editing, and formatting PAPDIS data. Before submitting the PAPDIS file, you can edit and save the changes.
Advantages of PAPDIS Review and Edit Tool
The following are the advantages of using PAPDIS Editor:
This table describes the fields that you can edit.
Use the following matrix to complete fields, Assessment Code and Event Code. Use these two fields so that the Pension Provider understands the status of the employee.
This table provides matrix information for Assessment and Event Type.
Installing PAPDIS Review and Edit Tool
System and Software Requirements
QuickBooks Desktop must be installed on your computer and the tool supports the following versions of Microsoft Windows:
Installing PAPDIS Review and Edit Tool
Important: The PAPDIS Review and Edit Tool executable is a self-extracting executable and on clicking Yes on the license agreement window, the tool opens and resides in a temporary folder. When you close the tool, the temporary folder gets deleted. Therefore, every time you want to open the tool, follow the steps 1 to 3.
Upgrading to a new version of the tool
When you open the PAPDIS Review and Edit Tool, and if a new version of the tool is available for download, a message is displayed to encourage you to download the latest version. The message also contains a link to download the latest version of the tool.
To upgrade the tool
Open and Edit a PAPDIS file using PAPDIS Review and Edit Tool
Within the tool, click Open and browse to the .CSV file (exported from QuickBooks Desktop) that you want to edit and double-click it to open in the tool. The file opens in a tabular format with all the information displayed under the respective columns.
Note: You can edit only the columns that are not greyed out read-only columns.
To edit a field in a column, double-click the field or select the field and press F2on your keyboard. The field becomes editable and there are three types of fields you can edit:
After editing the information, click outside the cell. If the information you entered is wrong, the field is highlighted with a red border indicating that you must correct the information to proceed. Unless you correct the information, you cannot edit any other field.
To save changes click Save. If you save a file that has errors, a confirmatory message is generated with options to save the file or not.
If you click Yes on the message, the tool saves the file with the error, if you clickNo, the changes are not saved. If you click Close on the menu, the same warming message is displayed.
Note: This tool should be used only in conjunction with QuickBooks and exclusively for reviewing the .csv files generated through QuickBooks. If you open a .csv file generated outside QuickBooks, the PAPDIS Review and Edit Tool may support the file but Intuit does not guarantee that the tool will work as expected. Intuit also recommends use of PAPDIS files with rows up to 400, although the tool may work as expected with files more than 400 rows. Intuit has tested the tool for PAPDIS files with rows up to 2500.
Finally, you may want or need to delete a row in a PAPDIS file: